21 West Wealth Management LLC
Filing Date
Global Rank
#7,668
/ 8,232
▲ 175
Top Industry
Semiconductors
27.6%
3Y Alpha vs SPY
-4.0%
Period ended 2 months ago
Filed Apr 15, 2026 · 59d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.8%
SPY
+16.0%
Annualised alpha
-3.9%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.3%
−0.2 pts
Top 5
61.9%
−2.0 pts
Top 10
81.2%
−2.6 pts
HHI
995
Diversified−36
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.9% | $5,500,633 |
| Unclassified | 16.7% | $2,004,998 |
| Financial Services | 10.0% | $1,197,888 |
| Communication Services | 8.9% | $1,067,036 |
| Consumer Cyclical | 5.9% | $712,491 |
| Healthcare | 5.0% | $596,876 |
| Industrials | 4.0% | $480,592 |
| Consumer Defensive | 3.6% | $435,424 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +4 | 2,306 | $663,113 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MU | Micron Technology Inc | −240 | 615 | $207,771 | |
| NVDA | Nvidia Corp | −210 | 12,578 | $2,193,603 | |
| AAPL | Apple Inc. | −46 | 5,835 | $1,480,864 | |
| SPY | Spdr S&P 500 ETF Trust | −37 | 3,083 | $2,004,998 | |
| MSFT | Microsoft Corp | −27 | 2,781 | $1,029,442 | |
| META | Meta Platforms, Inc. | −5 | 706 | $403,923 | |
| ABBV | AbbVie Inc. | −4 | 1,260 | $274,037 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | 3,731 | $205,205 | |
| No positions match the current search. | ||||
2 positions ·
$435,424 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,876 | $233,149 | 53.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 203 | $202,275 | 46.45% |